Ambit Coffee Can Portfolio
Fund Snapshot
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Purpose
To buy shares in great businesses for less than they are worth and then to hold on to them for a long time.
Investment Philosophy
Ambit Coffee Can follows the Coffee Can Philosophy of targeting super property that maintain their aggressive benefit ultimately no matter problems and adversities at ordinary intervals.
This approach stresses extra on first-rate making an investment in place of price or boom.
It selects organizations who have:
extra than INR one hundred crore marketplace cap, presence withinside the marketplace for extra than ten years, sales boom of 10% and go back on capital hired extra than 15% withinside the final ten years.
The fund sees decrease erosion of marketplace price in the course of marketplace crashes. A decrease churn of best 5-10% in a yr guarantees decrease expenses. This is an evergreen fund: you can still spend money on good, awful and common marketplace conditions.
Market leaders in B2C sectors:
The majority of Coffee Can PMS companies dominate their markets and have an unrivalled comparative edge in their major sectors.
Portfolio allocation with risk management:
Sector allocation:
| Financials | 25% |
| Building Material | 24% |
| Consumer Discretionary | 17% |
| Consumer Staples | 13% |
| Information Technology | 8% |
| Retail | 6% |
| Retail Diagnostics | 6% |
| Cash | 1% |
Segment allocation:
| Large Cap | 76% |
| Mid Cap | 23% |
| Small Cap | 0% |
| Cash/Equivalent | 1% |
Risk ratios:
| Beta | 0.59 |
| Sharpe Ratio | 1.05 |
| Max Drawdown: Portfolio | -17.1% |
| Max Drawdown: Benchmark Index | -29.3% |
Deep drive research through disruption series:
In addition to considering the immediate next steps for your portfolio, and in keeping with our long-term investment thesis, we like to be aware of long-term disruptions that your companies may face in the future.
Ambit Coffee Can PMS publish their thoughts on breakdowns in our portfolio companies and industries on a regular basis.
Extensive quantitative filters:
- Coverage Universe = Stocks with a track record of uniformity of 10% or greater over the last ten years. Revenue growth plus a ROCE of more than 15%
- Our competitive benefit = in-depth knowledge of organisational DNA.
- Will the company promote consistency of growth in the future (for more than a decade)?
- Combine valuations and longevity.
- A portfolio of 10-15 concentrated stocks.
- Monitor potential earnings of portfolio companies and Churn (if necessary) = <1 stock per year on the mean.
Unique Feature
- A large cap-oriented portfolio
- Ideal investment horizon of 8-10 years
- Concentrated portfolio with low churn
- Great companies with a proven track record of consistent growth and high RoCE
Coffee Can Portfolio is a highly concentrated portfolio with 10-15 stocks and intended churn of less than 1 stock per year on average. This allows the coffee can portfolio to benefit from “Power of Compounding” Coffee Can Pms intends to provide 20-25% Earnings CAGR over long term holding periods with volatility of portfolio similar to Govt. bonds. Do not attempt to time the market on the basis of speculation surrounding oil price, exchange rates, politics or other non-fundamental factors. Most companies in Coffee Can Pms dominate their markets and possess unassailable competitive advantages in their core industries.
About Ambit Asset Management
Philosophy
Consistent Track Record
Companies having an excellent financial track record of revenue growth and earnings for over 10-20 years with identifiable DNA
Long Term Wealth Creation
Coffee Can Portfolio intends to provide 20-25% Earnings CAGR over long-term holding periods with the volatility of portfolio similar to Govt. bonds (holding period>3 years).
Low/Negligible Churn
Coffee Can Portfolio is a highly concentrated portfolio with 10-15 stocks and an intended churn
of less than 1 stock per year on average. This allows the portfolio to benefit from the “Power of Compounding”.
Do not “TIME” the market
Do not attempt to time the market on the basis of speculation surrounding oil price, exchange rates, politics or other non-fundamental factors.
Stringent quantitative filters
Each offering is based on a deeply researched and backtested framework
to generate the investment universe
â–ª High threshold for performance over long spans of time, greatly
Minimize chances of poor performers or poor quality companies
entering into the investment universe
â–ª High quality of accounts and corporate governance is uncompromised
Experienced team & deep-dive research
The dedicated and experienced research team
â–ª Research processes inspired by IE Research
â–ª Investment Committee to approve all investment decisions
â–ª Part of the larger Ambit group lends advantages
â–ª Focus on what is knowable and what is important
Focus on earnings growth + earnings quality
Lower obsession with timing when one is investing in a superior Caliber of companies
â–ª Companies with a consistent track record and leadership traits are Preferred
â–ª Past track record + Future sector potential + Current management Capabilities = Comfort in delivering quality earnings
AltPort Funds: Turn Experience into a Long-Haul Win
Every market swing teaches us something, and AltPort Funds uses those lessons. Years in the game help us fine-tune our plans, make better choices, and not make the same mistakes twice. Instead of just reacting, AltPort uses what’s worked, what hasn’t, and why. This helps us make better calls and get better long-term results. When you mix this with a solid investment plan, experience becomes a big edge. AltPort doesn’t chase what’s hot; it builds on what we’ve learned over time. Smart investing gets better when past lessons guide what we do next.
